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Disclosery

SWP FINANCIAL LLC: MTUM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SWP FINANCIAL LLC on MTUM, newest first. How the timeline and the estimate are built.

SWP FINANCIAL LLC held 10,288 MTUM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,288 shares
    Change vs previous 13F -4,995 shares

    1.63% of the 13F portfolio, value $3,527,105.

    13F-HR 0001951757-26-001063 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 15,283 shares
    Change vs previous 13F +132 shares

    1.87% of the 13F portfolio, value $3,667,816.

    13F-HR 0001951757-26-000639 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 15,151 shares
    Change vs previous 13F +5,861 shares

    1.9% of the 13F portfolio, value $3,792,447.

    13F-HR 0001951757-26-000174 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,290 shares
    Change vs previous 13F +122 shares

    1.21% of the 13F portfolio, value $2,384,087.

    13F-HR 0001951757-25-001269 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,168 shares
    Change vs previous 13F -266 shares

    1.21% of the 13F portfolio, value $2,203,254.

    13F-HR 0001951757-25-000894 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 9,434 shares
    Change vs previous 13F +367 shares

    1.16% of the 13F portfolio, value $1,906,894.

    13F-HR 0001951757-25-000494 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,067 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,876,144.

    13F-HR 0001951757-25-000091 filed by SWP FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).